Finer Wealth Management, Inc. Portfolio Holdings
Finer Wealth Management, Inc.
- $155 Million
- Q2 2024
Finer Wealth Management, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $155 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $15M, Apple Inc. with a value of $14.4M, Microsoft Corp with a value of $12.5M, Nvidia Corp with a value of $9.82M, and Amazon Com Inc with a value of $8.41M.
Examining the 13F form we can see an increase of $2.72M in the current position value, from $152M to 155M.
Finer Wealth Management, Inc. is based out at Salem, MA
Below you can find more details about Finer Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$155 Million
Technology: $49.5 Million
Healthcare: $25.5 Million
Communication Services: $19.5 Million
Consumer Defensive: $14.4 Million
Consumer Cyclical: $12.3 Million
Energy: $9.72 Million
Financial Services: $8.81 Million
ETFs: $7.45 Million
Other: $7.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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